Elevate Your Prospective with AI Query Notebook
Welcome.
Gain new insights and work smarter with AI Query Notebook.
Coanics can be customized for each organization. Get new menu items, views, data forms, Dashboards, drilldown reports, and analytics .
Coanics Basic is free for up to three (3) users and includes our AI Query Notebook. 👏
Most large corporations rely on software tailored to enhance the way they work, manage, and process data. Having a solution tailored for your organization can make the difference between success and failure. You may need a few minor tweaks, menu or navigation changes, new reports or dashboards. We provide automation, integration, data import, and other essential data services for a simple affordable monthly fee.
Coanics was built from the ground up to be customized. This is why we offer a very simple approach to get your initial customization done quickly at a minimal cost to you.
Customization Simplified
Three simple steps and you’re done. As easy as one, two, and three.
Step One 👍
There are a few design templates and examples to showcase the navigation and layout of a custom Coanics application. Step one is to become familiar with the templates and examples. This should take a few minutes.
Step Two 👋
There is a simple customization form that should be used to send us your initial design layout which mainly includes the menu items and the associated screen tabs. Step two is to submit your design customization.
Step Three 👏
This is where you get to add or change data fields, make color changes, upload your logo, and get a walk-thru of your application. The third and final step is to schedule a zoom meeting to review your Coanics application.
Some standard features and services are included and ready for you on day one.
Manage Contact Data
Contact by Type and Status
Contact Notes
Contact Documents
Contact Locations
Contact Events
Contact data are clients, partners, students, volunteers, donors, employees, businesses, friends, and family.
Manage Detailed Data
Case and Activity by Type and Status
Case and Activity Notes
Case and Activity Documents
Case and Activity Locations
Case and Activity Events
Detailed data are transactions, activities, cases, projects, invoices, events, visits, observations, donations, reminders, alerts, notes, logs, and contributions.
